01892 234884    •    020 3657 9079

info@ejfinancial.co.uk

  • EJ Financial Ltd
  • Pensions
  • Tax Planning
  • Retirement Planning
  • Equity Release
  • Cash Flow Planning
  • ISA's
  • Inheritance Tax Planning
  • Savings & Investments
EJ Financial Ltd1 Pensions2 Tax Planning3 Retirement Planning4 Equity Release5 Cash Flow Planning6 ISA's7 Inheritance Tax Planning8 Savings & Investments9
  • EJ Financial Ltd
  • Pensions
  • Tax Planning
  • Retirement Planning
  • Equity Release
  • Cash Flow Planning
  • ISA's
  • Inheritance Tax Planning
  • Savings & Investments
EJ Financial Ltd1 Pensions2 Tax Planning3 Retirement Planning4 Equity Release5 Cash Flow Planning6 ISA's7 Inheritance Tax Planning8 Savings & Investments9

Cashflow Planning

Cashflow planning is used to give you clarity in two main areas; a) whether your income and date of retirement goals will be met and b) how long in retirement will your money last?

The retirement goal attainment is indicated by using a ‘simple’ spreadsheet to show how your ‘current course and speed’ asset values and investment contributions fare against your date of retirement and income need.

The ‘how long will my money last’ indication is more holistic and takes place as you near retirement. This cashflow planning, considers; Income. Growth, Inheritance, Capital Expenses, Health, Actuarial Date of Death, Downsizing or Equity Release and Client Retirement Aspirations for Annual Spend.

Income drawdown from the retirement fund needs to be well considered and monitored each year. If the Retirement Fund allows, then capital withdrawals may also be able to be taken.

Click here to download a Budget Checklist to help you with your Cashflow Planning

For more information Talk to Ted on 01892 234884

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E J Financial Ltd
Registered in England and Wales. No. 9370740
Registered Address: 2nd Floor, Johnsons Building, The Broadway,
Crowborough, East Sussex TN6 1DE

Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 670594 at www.fsa.gov.uk/register.

The Financial Conduct Authority does not regulate taxation and trust advice.

The value of your investment can go down as well as up and you may get back less than you have invested.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

NOTE: None of the above constitutes advice, always consult a professional adviser before making any investment decisions.

Please talk to Ted on 01892 234884 for further information.

Click here to see our full terms and conditions

EJ FINANCIAL LTD
2nd Floor • Johnsons Building • The Broadway • Crowborough • East Sussex • TN6 1DE

01892 234884020 3657 907907484 138682

EJ Financial Ltd. Registered in England and Wales No 9370740
EJ Financial Ltd is authorised and regulated by the Financial Conduct Authority No 670594

Independent Financial Advisor
Financial Review & Planning • Pension Contribution Planning • ISA Contribution • Pension Freedom Advice • Protection
Investment Portfolio Management • Tax Planning • Retirement Planning • Trust Investment • Portfolio Reviews

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